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CX Institutional Buys SPDR Russell 1000 ETF, SPDR Portfolio Short Term Treasury, Vanguard Large-Cap, Sells Invesco S&P 500 Low Volatility, SPDR S&P Dividend, Invesco S&P MidCap Low Volatility

Investment company CX Institutional (Current Portfolio) buys SPDR Russell 1000 ETF, SPDR Portfolio Short Term Treasury, Vanguard Large-Cap, Vanguard Mid-Cap, iShares Edge MSCI Min Vol USA, sells Invesco S&P 500 Low Volatility, SPDR S&P Dividend, Invesco S&P MidCap Low Volatility, iShares Russell Mid-Cap, Invesco S&P SmallCap Low Volatility during the 3-months ended 2020Q1, according to the most recent filings of the investment company, CX Institutional. As of 2020Q1, CX Institutional owns 721 stocks with a total value of $545 million. These are the details of the buys and sells.

For the details of CX Institutional's stock buys and sells, go to https://www.gurufocus.com/guru/cx+institutional/current-portfolio/portfolio

These are the top 5 holdings of CX Institutional
  1. SPDR Russell 1000 ETF (ELR) - 1,308,451 shares, 7.26% of the total portfolio. Shares added by 42013.00%
  2. Vanguard Large-Cap (VV) - 226,797 shares, 4.92% of the total portfolio. Shares added by 140.23%
  3. Vanguard Mid-Cap (VO) - 165,720 shares, 4.00% of the total portfolio. Shares added by 142.75%
  4. iShares Core S&P 500 (IVV) - 72,468 shares, 3.43% of the total portfolio. Shares added by 51.65%
  5. Ishares MSCI World Index Fund (URTH) - 235,759 shares, 3.37% of the total portfolio. Shares added by 23.35%
New Purchase: SPDR Select Sector Fund - Consumer Discretionary (XLY)

CX Institutional initiated holding in SPDR Select Sector Fund - Consumer Discretionary. The purchase prices were between $87.45 and $132.32, with an estimated average price of $119.04. The stock is now traded at around $117.84. The impact to a portfolio due to this purchase was 1.13%. The holding were 62,937 shares as of .

New Purchase: Materials Select Sector SPDR (XLB)

CX Institutional initiated holding in Materials Select Sector SPDR. The purchase prices were between $38.35 and $61.42, with an estimated average price of $55.41. The stock is now traded at around $53.41. The impact to a portfolio due to this purchase was 1.1%. The holding were 133,617 shares as of .

New Purchase: The Communication Services Select Sector SPDR Fund (XLC)

CX Institutional initiated holding in The Communication Services Select Sector SPDR Fund. The purchase prices were between $40.32 and $57.58, with an estimated average price of $52.1. The stock is now traded at around $50.31. The impact to a portfolio due to this purchase was 1.09%. The holding were 134,954 shares as of .

New Purchase: SPDR Select Sector Fund - Financial (XLF)

CX Institutional initiated holding in SPDR Select Sector Fund - Financial. The purchase prices were between $17.66 and $31.17, with an estimated average price of $27.83. The stock is now traded at around $23.42. The impact to a portfolio due to this purchase was 1.08%. The holding were 283,511 shares as of .

New Purchase: SPDR Select Sector Fund - Health Care (XLV)

CX Institutional initiated holding in SPDR Select Sector Fund - Health Care. The purchase prices were between $74.62 and $104.73, with an estimated average price of $97.73. The stock is now traded at around $99.88. The impact to a portfolio due to this purchase was 0.99%. The holding were 61,074 shares as of .

New Purchase: iShares MSCI EAFE Small-Cap ETF (SCZ)

CX Institutional initiated holding in iShares MSCI EAFE Small-Cap ETF. The purchase prices were between $38.34 and $62.84, with an estimated average price of $56.15. The stock is now traded at around $49.80. The impact to a portfolio due to this purchase was 0.92%. The holding were 112,107 shares as of .

Added: SPDR Russell 1000 ETF (ELR)

CX Institutional added to a holding in SPDR Russell 1000 ETF by 42013.00%. The purchase prices were between $86.92 and $86.92, with an estimated average price of $86.92. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 7.24%. The holding were 1,308,451 shares as of .

Added: SPDR Portfolio Short Term Treasury (SPTS)

CX Institutional added to a holding in SPDR Portfolio Short Term Treasury by 557579.44%. The purchase prices were between $29.96 and $30.72, with an estimated average price of $30.23. The stock is now traded at around $30.71. The impact to a portfolio due to this purchase was 3.36%. The holding were 596,717 shares as of .

Added: Vanguard Large-Cap (VV)

CX Institutional added to a holding in Vanguard Large-Cap by 140.23%. The purchase prices were between $102.61 and $156.13, with an estimated average price of $141.58. The stock is now traded at around $134.75. The impact to a portfolio due to this purchase was 2.87%. The holding were 226,797 shares as of .

Added: Vanguard Mid-Cap (VO)

CX Institutional added to a holding in Vanguard Mid-Cap by 142.75%. The purchase prices were between $112.37 and $186.27, with an estimated average price of $167.2. The stock is now traded at around $153.52. The impact to a portfolio due to this purchase was 2.35%. The holding were 165,720 shares as of .

Added: iShares Edge MSCI Min Vol USA (USMV)

CX Institutional added to a holding in iShares Edge MSCI Min Vol USA by 300.72%. The purchase prices were between $46.61 and $69.67, with an estimated average price of $63.87. The stock is now traded at around $59.85. The impact to a portfolio due to this purchase was 1.99%. The holding were 267,218 shares as of .

Added: WisdomTree U.S. LargeCap Dividend Fund (DLN)

CX Institutional added to a holding in WisdomTree U.S. LargeCap Dividend Fund by 136.85%. The purchase prices were between $68.95 and $107.42, with an estimated average price of $97.23. The stock is now traded at around $91.37. The impact to a portfolio due to this purchase was 1.42%. The holding were 166,001 shares as of .

Sold Out: Truist Financial Corp (BBK)

CX Institutional sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: VanEck Vectors AMT-Free Intermediate Municipal Ind (ITM)

CX Institutional sold out a holding in VanEck Vectors AMT-Free Intermediate Municipal Ind. The sale prices were between $39.12 and $51.99, with an estimated average price of $49.89.

Sold Out: Gabelli Equity Trust Inc (GAB)

CX Institutional sold out a holding in Gabelli Equity Trust Inc. The sale prices were between $3.21 and $6.23, with an estimated average price of $5.66.

Sold Out: Invesco Preferred (PGX)

CX Institutional sold out a holding in Invesco Preferred. The sale prices were between $10.01 and $15.25, with an estimated average price of $14.46.

Sold Out: Invesco Financial Preferred (PGF)

CX Institutional sold out a holding in Invesco Financial Preferred. The sale prices were between $13.54 and $19.13, with an estimated average price of $18.26.

Sold Out: XPO Logistics Inc (XPO)

CX Institutional sold out a holding in XPO Logistics Inc. The sale prices were between $40.69 and $99.11, with an estimated average price of $77.86.



Here is the complete portfolio of CX Institutional. Also check out:

1. CX Institutional's Undervalued Stocks
2. CX Institutional's Top Growth Companies, and
3. CX Institutional's High Yield stocks
4. Stocks that CX Institutional keeps buying

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